In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission.
“Today I will attempt a feat that few in the investment world have dared in recent years,” Reese writes. “I will try to write a column about technology stocks without using the A-word – that is, without analyzing a certain headline-grabbing, California-based ‘iGiant’ that rules over the tech landscape.”
Reese says that A-company is a “fine firm”. But, he adds, “my goal is to show that the tech sector is more than a one-ring circus. It’s home to numerous well-run, strong performers, some of whose shares may be even more attractive than those of that well-known tech king. … Many tech firms have pristine balance sheets, and are trading at bargain prices.”
Reese uses his Guru Strategies, each of which is based on the approach of a different investing great, to find some of the best-looking plays in the tech sector. Among those he highlights: Oracle Corp., which gets strong interest from his Warren Buffett-inspired model. To read the full article and see all the picks, click here.